See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,698 | $88,707+19.2% | $74,183+42.5% | $273,961-61.4% |
| Participation rate | 91.3% | 79.4%+11.9pp | 76.6%+14.7pp | 83.0%+8.3pp |
| Annual return | 3.94% | 11.94%-8.0pp | 17.74%-13.8pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,221 | $3,159-61.4% | $2,370-48.5% | $4,869-74.9% |
| Participant deferral / active EE | $1,981 | $4,212-53.0% | $3,550-44.2% | $5,287-62.5% |
| Admin fee / account holder | $7,775 | $8,717-10.8% | $5,586+39.2% | $10,132-23.3% |